Core Workflows

Visualizations and Sharing Insights

Build clearer chart outputs, refine visuals through follow-up requests, and share results with the right audience.

Visualizations and Sharing Insights

Use this guide to turn analysis into clear visuals and distribute the result quickly.

When to Use Visualizations

Visuals are most useful when you need to:

  • Compare performance across lines, shifts, or plants
  • Show trend direction over time
  • Highlight outliers or recurring losses
  • Summarize findings for leadership or cross-functional teams

For simple yes/no or single-value answers, text-only output may be faster.

The Three Main Delivery Paths

DashboardGenius supports three common ways to distribute useful analysis:

  • Share by email when specific people need the result now
  • Add it to a Workspace when teammates should be able to reopen and continue the work
  • Convert it to a Scheduled Report when the same question should keep running automatically

Choose the lightest-weight path that matches the audience and frequency.

How to Ask for Better Charts

Start with a specific request:

  • Metric: what should be plotted
  • Timeframe: exact period
  • Breakdown: line, shift, SKU family, area, plant
  • Visual intent: trend, rank, comparison, distribution

Examples:

  • "Create a line chart of OEE by day for the last 30 days by line."
  • "Show a ranked bar chart of downtime categories for Line 2 last week."
  • "Compare reject rate by SKU family this month vs last month."

When Charts May Be Generated Automatically

DashboardGenius may generate a chart after analysis when:

  • Your request explicitly asks for a chart or graph
  • The response includes clear, fresh analytical results that benefit from visualization

If a chart does not appear, ask directly for the preferred chart type in your next message.

If the first attempt fails or stays text-only, a direct follow-up such as "Generate a visualization for this" is usually the fastest recovery path.

Revise a Chart Without Starting Over

The most reliable way to tweak an existing visual is the Update button in the action bar under the visual.

Tapping Update arms update mode for that exact visual — including older ones from earlier in the conversation. You can then pick a quick preset (Make it landscape, Infographic style, Larger text) or type the change in your own words. DashboardGenius regenerates the visual while preserving its composition, without re-running the data analysis.

Updates are versioned: the new visual is added alongside the original, so the earlier layout is never lost. Both stay available in the conversation and Gallery.

You can also send a focused follow-up in plain text:

  • "Update the chart to add data labels."
  • "Same chart, filter to night shift only."
  • "Keep the date range, switch to grouped bars by line."
  • "Just show the chart."

Short revision requests usually work better than a full rewrite — but the Update button is the surest way to make sure DashboardGenius edits the visual you mean.

Copy or Export a Table

Whenever an answer contains a table, two actions appear next to it:

  • Copy table copies just the table to your clipboard, ready to paste into Excel, Google Sheets, or an email.
  • Export Excel creates a downloadable .xlsx of the table on demand.

You no longer need to ask for an export in chat — though asking still works too.

Use the Visualization Gallery

DashboardGenius keeps visual history in a gallery so useful outputs are easier to revisit.

Common patterns:

  • My Visualizations for charts you created or use personally
  • Team Visualizations for charts tied to shared workspace activity

If you want a chart to remain easy for teammates to find, keep the thread in a Workspace instead of leaving it only in private history.

Gallery is strongest when paired with good shared-scope habits. Workspaces preserve the thread and context. Gallery keeps the resulting visuals easy to browse later.

Sharing by Email

When an output is decision-ready, you can share it with:

  • team members
  • stakeholders
  • custom email recipients

Before sending, confirm:

  1. The chart title is clear
  2. The timeframe is explicit
  3. The supporting summary says why the result matters
  4. The next action is obvious for the audience receiving it

Shared emails work best when they feel like a decision memo, not a screenshot with no interpretation.

For recurring leadership audiences, consider moving from one-off email sharing to Scheduled Reports once the question and recipient list stabilize.

When to Use Workspaces Instead

Prefer a Workspace when:

  • another teammate may continue the analysis later
  • the result depends on thread history or follow-up context
  • the work belongs to an ongoing plant, function, or leadership lane

Email is best for delivery. Workspaces are best for continuity.

Downloading and Reusing Visuals

If a chart needs to travel beyond the thread, use a downloadable version for slides, status notes, or follow-up discussion.

Before reusing a chart outside DashboardGenius, re-check:

  • date range
  • units
  • filters
  • whether the chart title stands on its own

When to Use Scheduled Reports Instead

Convert the workflow to a Scheduled Report when:

  • the same question should run automatically
  • the recipient list is stable
  • you want leaders to receive a consistent summary without someone manually resending it each time

Visualization Quality Checklist

Before sharing, verify:

  • Labels match the correct categories
  • Date range is explicit and correct
  • Units are clear (percent, count, hours, dollars)
  • Story is concise (what changed, where, so what)
  • Next action is obvious

Common Problems and Fixes

Chart is visually clear but not decision-useful

Add one sentence of business meaning: "Line 4 drove most of the decline due to recurring changeover losses."

Too many series in one chart

Split into two visuals (for example: trend and rank) or filter scope.

Stakeholders get the chart but not the context

Include a short summary and one recommended action before sending.

The chart is useful in chat but weak in email

Rewrite the request so the chart title, summary, and timeframe stand on their own without thread context.

Team cannot find the chart later

Move the thread into a Workspace or keep the work in shared scope from the beginning so it appears with team insight history.

Next Guide

Continue with Inbox and Ops Watch.

For a deeper walkthrough of the visual-history surface, see Gallery and Shared Insights.